DISQUS

onlinerealestateguru · 2 years ago

The comparison of two million listings on Trulia versus 130,000 listings on Zillow is misdirected. The two companies have different business models. Zillow attracts and keeps users coming back to its site for its Zestimates. They generate a ton of pageviews which they can sell adds. This is why they have an order of magnitude larger customer base than Trulia. That was pointed out in Hitwise and other sources recently.

Trulia has listings, but anyone can get listings tehse days, so then what do they really have that keeps users coming back. Also, Trulia buys traffic from Google. Sounds like SEM arbitrage to me.

Another thing: I would take a bunch of ex-Expedia folks at Zillow (meaning, they have been in the Internet world and are experienced)over a bunch of Stanford newbies at Trulia any day of the year.

And, I think the Redfin site is a great site (much better than Trulia's).

Glenn Kelman · 2 years ago

Hats off to Trulia for raising another round.

But neither Redfin or Zillow has ever scared anyone, except the occasional real estate broker or appraiser. Of course, there was a time in Silicon Valley when that was what start-ups were supposed to do...

As for the relative merits of a Stanford education or Expedia experience, I am not sure I agree that experience trumps talent. But sometimes you can have both: four Zillow executives graduated from Stanford. Most of the rest had to settle for Harvard.

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